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How to elaborate a winning project proposal? Hints of Logical Framework Approach and Project Cycle Management Euro-Mediterranean Cooperation Summer School Cagliari, November 8th 2018

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Page 1: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

How to elaborate a winningproject proposal?

Hints of Logical Framework Approach andProject Cycle Management

Euro-Mediterranean Cooperation Summer SchoolCagliari, November 8th 2018

Page 2: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

What about this session?

- What is a project?- Hints of “Project Cycle Management”- The “Logical Framework Approach” as

project design method- “Old” and “New” Logical Framework- From an idea to a project: a concrete

example

Page 3: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

What is a project?A project is a series of activities aimed at bringingabout clearly specified objectives within a definedtime-period and with a defined budget.

A project should also have:• Clearly identified stakeholders, including the

primary target group and the final beneficiaries;• Clearly defined coordination, management and

financing arrangements;

Page 4: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

What is a project?A project should also have:• A monitoring and evaluation system (to support

performance management); and• An appropriate level of financial and economic

analysis, which indicates that the project’s benefitswill exceed its costs.

A well-formulated project should derive from anappropriate balance between the EC’s (or otherdonor) policy priorities and the partner’s prioritiesand competences.

Page 5: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

In 1992, the European Commission adopted “ProjectCycle Management” (PCM), a set of project designand management tools based on the LogicalFramework Approach, which was already widelyused by many donors, including several MemberStates, other international organisations and the UNfamily, and used or partly used by many partnerorganisations of the EC.

Project Cycle Management

Page 6: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

The way in which projects are planned and carriedout follows a sequence beginning with an agreedstrategy, which leads to an idea for a specific action,which then is formulated, implemented, andevaluated with a view to improving the strategy andfurther action.

PCM: a definition

Page 7: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

PCM phases

Page 8: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

PCM main principlesThis cycle highlights three main principles:

1. Decision making criteria and procedures are defined at eachphase (including key information requirements and qualityassessment criteria);

2. The phases in the cycle are progressive – each phase shouldbe completed for the next to be tackled with success;

3. New programming and project identification draws on theresults of monitoring and evaluation as part of a structuredprocess of feedback and institutional learning.

Page 9: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

PCM ensure that:- projects are supportive of overarching policy objectives

of the European Commission and of partners;- projects are relevant to an agreed strategy and to the

real problems of target groups/beneficiaries;- projects are feasible, meaning that objectives can be

realistically achieved within the constraints of theoperating environment and capabilities of theimplementing agencies;

- benefits generated by projects are likely to besustainable.

Page 10: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

To support this aims, PCM:

- requires the active participation of key stakeholdersand aims to promote local ownership;

- uses the Logical Framework Approach to support anumber of key assessments/analyses (includingstakeholders, problems, objectives and strategies)

Page 11: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Purposes of the Logical Framework• A systematic tool –

• for designing, planning, implementing, and monitoring and evaluating aproject (or program).

• A tool for organizing thinking—• for relating inputs to the implementation of activities, activities to theproduction of outputs, outputs to the achievement of a set of desiredoutcomes, contributing – in turn – to the achievement of an intendedimpact.

• A tool for identifying and assessing risks —• by listing critical assumptions inherent in project design andimplementation.

• A tool for measuring project progress —• through objectively verifiable indicators and means of verification.

• A tool for developing consensus and communicating a project’s intent andstrategy

Page 12: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

• Concise - normally the “ Matrix” is not longer than 2sides of paper

• A free standing document – easy to understand forthose sighting it for the first time

• A basis for monitoring and evaluation – must bereviewed and amended regularly

• Should build on through situation analysis,stakeholder mapping and an associatedproblems/objectives tree

Basic Principles of the “Logframe”

Page 13: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

The “old” Logical FrameworkProject

DescriptionIndicators Source of

VerificationAssumptions

Overall Goal(also called overallobjective)

SpecificObjective(s)

Expected Results

Activities

If the OBJECTIVES are accomplished;

Then this should contribute to the overall goal

If DELIVERABLES are produced;

Then the OBJECTIVES are accomplished

If adequate RESOURCES/INPUTS are provided;

Then the ACTIVITIES can be conducted

If the ACTIVITIES are conducted;

Then RESULTS can be produced

Page 14: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

We move along a clearlydefined causality

Time

Page 15: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Intervention Logic in the LogicalFramework Vertical logic

– Identifies what the project intends to do and achieve– Clarifies the causal relationships (means to end)– Specifies important assumptions and risks

Horizontal logic– Specifies indicators to measure progress– Identifies the sources / means by which indicators will be

verifies

Page 16: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

The “new” Logical FrameworkProject

DescriptionIndicators Source of

VerificationAssumptions

Overall GoalIMPACT

SpecificObjective(s)

OUTCOME (S)Expected Results

OUTPUTS

Activities

The broader, long-term change which will stem from theproject and a number of interventions by other partners.

The direct effects of the project which will be obtained atmedium term and which tend to focus on the changes inbehaviour resulting from project

key activities to be carried out, to produce the outputs

The direct/tangible outputs (infrastructure, goods andservices) delivered by the project.

Page 17: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

A short (and hopefully fun) story of theLogical Framework…

Page 18: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Inputs or resources• Parents get together fish, fresh vegetables, water,

barley, spices, pot, source of heat

Activities• Mother or father carefully prepare and cook all

the ingredients

Output / Expected Result• A cooked soup Children able to taste this

(delicious) soup

Outcome / Specific objective• Children consider the soup delicious

and ask for fish soup once a week

Impact /Overall objective• Children grow up healthy

The fish soup development story…

Parents control

Parentsinfluence

Parents worry

Page 19: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

OutputsWhat the project generates directly through its activities onthe short-term – the processes, goods and services that itproduces.

For example: Workshops, training manuals, research andassessment reports, guidelines and action plans, strategies,and technical assistance packages, amongst others.

You control activities and outputs.

Page 20: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

OutcomesObservable changes in the behaviour of partners – individuals,groups, organisations, institutions – that potentially contributeto the long-term, sustainable improvement in people’s lives orthe state of the environment envisioned in the mission of theorganisation.

You influence outcomes

Page 21: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

ImpactLong-term, sustainable changes in the conditions of peopleand the state of the environment that structurally reducepoverty, improve human well-being and protect and conservenatural resources.Impact normally happens after the project ends and is a resultof the convergence of outcomes

You contribute to impact.

Page 22: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Indicators in the “new” LogFrameProject

DescriptionIndicators Baseline Current

valueTarget Source of

VerificationAssumptions

IMPACTLong-termchange towhich the

projectcontributes

FromPartner’sstrategy

(@Y1,2,3)

Ideallyfrom

Partner’sstrategy

OUTCOME(S)

Factorsdetermining:Outcomes OcIntermediaryOutcomes iOc

Linked tosituationanalysis

(@Y1,2,3)

Linked tochange inbehavior

(Don’tpromise the

moon!)

OUTPUTSMeasuredelivery

Whatcurrently

exists

What youare

adding(@Y1,2,3)

Where youwant to get

Activities Means and costs

Page 23: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

SMART Indicators

S SpecificM MeasurableA Achievable Or: acceptable, applicable, appropriate,

attainable or agreed upon (to stress theimportance of common understanding)

R Relevant Or: reliable, realistic (whenachievable/attainable is not used)

T Time-bound

DefinitionIndicators are “a description of the project’s objectives in termsof quantity, quality, target group(s), time and place”

Page 24: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Types of Change related to Indicators

Impact

Outcome

Output

Changes in the lives of people

Institutional Change: values, ethic, rules, laws –associated with to institutional performance, access..

Behavioural change: knowledge, skills, practices(individual level)

Operational Change: provision of goods and services

Page 25: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

I am cutting rocks

The essence of “Theory of Change”:linking activities to intended outcomes

I am building a temple

Page 26: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

From an idea to a project: an example“MedDiet –

Mediterranean diet and enhancement oftraditional foodstuff"www.med-diet.eu

Strategic project funded by European Union inthe framework of the ENPI CBC

Mediterranean Sea Basin Programme 2007-2013.

Budget of around 5 ML Euros.

Page 27: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

First steps:

- Analysis of ENPI CBC MED priorities / ToRs- Identification of the fundamental motivationbehind the project

- Identification of needs / problems- Precise definition of the context withinwhich it operates

Page 28: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

What came out:Mediterranean Countries have in common eating habits basedon a high consumption of vegetables, such as legumes, cereals,fruit, dried fruit, low consumption of meat and dairy products,olive oil as a main source of fats, moderate consumption of wine

The Mediterranean Diet is considered a low-risk diet because ofits negative effects on health. Various studies have associatedthe Mediterranean Diet with better health thanks to theprotective effects against various diseases

Page 29: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

And more:The Mediterranean Diet is a set of skills, knowledge,habits and traditions ranging from the landscape to thetable: from the products of the land and the sea to ourdishes

The Mediterranean Diet is a “Lifestyle”…

Page 30: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

To contribute to increase the awareness of theMediterranean Diet, as an integral part of MED

lifestyle and a vehicle for the development, stabilityand solidarity in the Programme area

Overall Objective (Impact)

Page 31: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Increased awareness of consumers and of SMEs about theadvantages of the Mediterranean Diet (MD) by

reinforcing the capacity of schools, local authorities,chambers of commerce / business organizations andpolicy making institutions to implement effective andsustainable initiatives for safeguarding MD in Egypt,

Greece, Italy, Lebanon, Spain and Tunisia.

Specific Objective (Outcome)

Page 32: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

4. Increased capacity of schools and local authorities ofEgypt, Greece, Italy, Lebanon, Spain and Tunisia toimplement initiatives aiming at increasing the awarenessabout the advantages of the Mediterranean Diet (MD)among children, young people and other groups ofconsumers.

Expected results (Outputs) - I

Page 33: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

5. Improved capacity of chambers of commerce andbusiness organizations of Egypt, Greece, Italy, Lebanon,Spain and Tunisia in stimulating SMEs (restaurants) inproposing foodstuff coherent with an authentic MD.

6. Improved capacity of policy making institutions of Egypt,Lebanon and Tunisia in designing policies andinstruments aimed at safeguarding the MD.

Expected results (Outputs) - II

Page 34: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

WP4 Increasing awareness on the Mediterranean Diet amongchildren, young people and consumers

4.1 Building a shared Mediterranean Knowledge System of MedDiet4.2 Nutrition education initiatives by primary and secondaryschools4.3 Nutrition education initiatives for consumers

...directly related to Expected Result (Output) n. 4

Activities - I

Page 35: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

WP5 Improving competences among SMEs in offering anauthentic Mediterranean Diet

5.1 Creation of a MedDiet Quality Label for restaurants5.2 Pilot projects for the implementation of the MedDiet QualityLabel for restaurants

Activities - II

...directly related to Expected Result (Output) n. 5

Page 36: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

WP6 Institutional capacity building for safeguarding theMediterranean Diet

6.1 Study visits to EU best practices onpolicies/measures/initiatives concerning the safeguard of MedDiet products and foodstuff6.2 Project works

...directly related to Expected Result (Output) n. 6

Activities - III

Page 37: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Partnership: who involve?

Public and private bodies with relevance concerning:

1. Mediterranean diet and traditional products

2. Relations with companies, schools and institutions

3. Localization in the Mediterranean countries/regionsthat face the Med Basin

Page 38: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Partnership: final composition - I1. Mediterranean diet and traditional products:

• Mediterranean Diet Foundation – ES• Oil Cities Association – IT• Oil Cities Association – ES• "Routes des Oliviers" Foundation – GR• INRAT – Agriculture Ministry Agency - TN

Page 39: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Partnership: final composition - II2. Relations with companies, schools and institutions

• Unioncamere – IT (LEAD PARTNER)• CSPI CCIAA di Cagliari – IT• Forum CCIAA dell’Adriatico – IT• CCI Messinia – GR• CCI Tunis – TN• CEEBA – EGP• CCI Beirut – LB

Page 40: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Partnership: final composition - III3. Localization in the Mediterranean countries

The partnership is made up oforganizations from 6

Mediterranean Countries

Italy

Greece

Lebanon

Egiypt

Tunisia

Spain

Page 41: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

MedDiet by images…

Page 42: How to elaborate a winning project proposal?ebsomed.eu/sites/default/files/6. Cocco_Methodology.pdf · In 1992, the European Commission adopted “Project Cycle Management” (PCM),

Thanks for your attention!!!

Daniele Cocco – OpenMed

[email protected] ID: danicocco

Mob.: +39 3200796080